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295 hedge funds and large institutions have $2.76B invested in Stride in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 78 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 26

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

41% more capital invested

Capital invested by funds: $1.96B → $2.76B (+$803M)

18% more funds holding

Funds holding: 251295 (+44)

6.27% more ownership

Funds ownership: 101.06%107.33% (+6.3%)

23% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $44.8M

34% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 119

Holders
295
Holders Change
+44
Holders Change %
+17.53%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
72
Increased
78
Reduced
119
Closed
26
Calls
$34.7M
Puts
$44.8M
Net Calls
-$10.1M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$7.96M -$1.33M -24,252 -15%
CSS
52
Cubist Systematic Strategies
Connecticut
$7.27M +$3.42M +62,521 +104%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$7.03M +$17.4K +318 +0.3%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$6.89M -$108K -1,971 -2%
Legal & General Group
55
Legal & General Group
United Kingdom
$6.73M -$57.9K -1,057 -0.9%
AllianceBernstein
56
AllianceBernstein
Tennessee
$6.67M +$281K +5,130 +5%
KMC
57
Kirr Marbach & Co
Indiana
$6.51M -$82.7K -1,511 -1%
Prudential Financial
58
Prudential Financial
New Jersey
$5.59M -$3.12M -56,995 -38%
Jane Street
59
Jane Street
New York
$5.44M +$91.8K +1,678 +2%
SSA
60
South Street Advisors
New York
$4.98M -$27.4K -500 -0.6%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.9M +$1.78M +32,476 +65%
Swiss National Bank
62
Swiss National Bank
Switzerland
$4.78M -$515K -9,400 -10%
SAM
63
Sycomore Asset Management
France
$4.74M -$3.57M -65,225 -45%
BA
64
Bridgewater Associates
Connecticut
$4.59M -$330K -6,034 -7%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$4.43M -$77.8K -1,421 -2%
PAMP
66
Polar Asset Management Partners
Ontario, Canada
$4.39M -$8.31M -151,900 -67%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$4.23M -$63.1K -1,152 -2%
Amundi
68
Amundi
France
$4.2M +$580K +10,590 +17%
AI
69
Atom Investors
Texas
$4.18M +$1.09M +19,839 +39%
CCPM
70
Cooper Creek Partners Management
New York
$4.08M -$22.1M -404,153 -85%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$4.07M +$49.8K +909 +1%
William Blair & Company
72
William Blair & Company
Illinois
$4.06M -$15.1K -275 -0.4%
SCM
73
Simcoe Capital Management
New York
$3.99M +$3.67M +67,130 New
TC
74
TwinBeech Capital
New York
$3.96M +$3.66M +66,782 New
EGI
75
EAM Global Investors
California
$3.92M +$3.61M +65,974 New

LRN Hedge Fund Activity: Q4 2023 in Review

295 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stride (LRN) for Q4 2023, worth a combined $2.76B — up 41% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new LRN positions and 26 closed out — a net gain of 46 holders — while 78 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Boston Partners, cutting an estimated $28.2M.

  • 295 institutional investors held Stride (LRN) as of Q4 2023, up from 251 in Q3 2023.
  • Funds reported $2.76B of Stride stock for Q4 2023, up 41% quarter-over-quarter.
  • 72 funds opened new Stride positions in Q4 2023 and 26 closed out, a net change of +46 holders.
  • The largest Stride buyer in Q4 2023 was Morgan Stanley, an estimated $109M added.
  • The largest Stride seller in Q4 2023 was Boston Partners, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2023.